See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,298 | $124,281+120.7% | $109,143+151.3% | $167,490+63.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.30% | 26.04%-9.7pp | 25.75%-9.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $9,154 | $4,207+117.6% | $3,722+145.9% | $4,837+89.2% |
| Participant deferral / active EE | $26,000 | $5,255+394.8% | $4,653+458.8% | $6,341+310.0% |
| Admin fee / account holder | $287 | $7,970-96.4% | $6,752-95.8% | $12,309-97.7% |